38歲男 理財規劃請益 - 理財
By Zenobia
at 2022-12-30T14:24
at 2022-12-30T14:24
Table of Contents
性別:男
年齡:38
職業:科技業
居住地:新竹
家庭成員:父、母、妻、兒(兩歲)
目前資產:
負債/貸款 :無
房 :名下一間實價登錄約1600萬
車 :兩台(跟太太一人一台)
存款 :約850萬目前全部配置在定存
股票 :約50萬目前全部配置在0050
保險 :醫療險+意外險,沒有碰投資型的回饋保單
家庭狀況 :父母本身有穩定被動收入+不動產,目前不需要我扶養
收支狀況
年收入:約450萬
年支出:約130萬(其中一半支出為繳稅)
本身物慾不高,但扶養小孩長大還需要一段路。
目標是希望能增加被動收入,早日離開職場。
歡迎大家給予相關建議。謝謝!
--
年齡:38
職業:科技業
居住地:新竹
家庭成員:父、母、妻、兒(兩歲)
目前資產:
負債/貸款 :無
房 :名下一間實價登錄約1600萬
車 :兩台(跟太太一人一台)
存款 :約850萬目前全部配置在定存
股票 :約50萬目前全部配置在0050
保險 :醫療險+意外險,沒有碰投資型的回饋保單
家庭狀況 :父母本身有穩定被動收入+不動產,目前不需要我扶養
收支狀況
年收入:約450萬
年支出:約130萬(其中一半支出為繳稅)
本身物慾不高,但扶養小孩長大還需要一段路。
目標是希望能增加被動收入,早日離開職場。
歡迎大家給予相關建議。謝謝!
--
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